Watsco Inc Class B
WSO.B
11 hedge funds and large institutions have $9.22M invested in Watsco Inc Class B in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
15% more capital invested
Capital invested by funds: $8.03M → $9.22M (+$1.2M)
10% more funds holding
Funds holding: 10 → 11 (+1)
0% more ownership
Funds ownership: 0.52% → 0.52% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$313K |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$10.6K |
| 3 |
Morgan Stanley
New York
|
+$1.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$313K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$20.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $3.15M | – | – | – |
|
|
GF
2
Gabelli Funds
Rye,
New York
| $2.45M | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $1.22M | – | – | – |
|
|
CIA
4
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $849K | – | – | – |
|
|
FWP
5
FAS Wealth Partners
Leawood,
Kansas
| $662K | +$313K | +1,062 | +100% |
|
|
UB
6
UMB Bank
Kansas City,
Missouri
| $331K | -$313K | -1,062 | -50% |
|
|
7
Morgan Stanley
New York
| $281K | +$1.18K | +4 | +0.4% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $220K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $27K | -$20.6K | -70 | -45% |
|
10
UBS Group
Zurich,
Switzerland
| $23K | – | – | – |
|
|
11
Qube Research & Technologies (QRT)
London,
United Kingdom
| $11K | +$10.6K | +36 | New |
|
WSO.B Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Watsco Inc Class B (WSO.B) for Q4 2021, worth a combined $9.22M — up 15% from $8.03M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WSO.B positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was FAS Wealth Partners, adding an estimated $313K. The largest seller was UMB Bank, cutting an estimated $313K.
- 11 institutional investors held Watsco Inc Class B (WSO.B) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $9.22M of Watsco Inc Class B stock for Q4 2021, up 15% quarter-over-quarter.
- 1 fund opened new Watsco Inc Class B positions in Q4 2021 and 0 closed out, a net change of +1 holder.
- The largest Watsco Inc Class B buyer in Q4 2021 was FAS Wealth Partners, an estimated $313K added.
- The largest Watsco Inc Class B seller in Q4 2021 was UMB Bank, an estimated $313K sold.
Based on aggregated 13F filings for Q4 2021.